Civic Intelligence

PTA North Carolina Congress Lewisville Elementary PTA

990EZ • Fiscal year 2021 • EIN 56-1684064

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileN/A
150 Lucy LaneLewisville, NC 27023

(336) 703-4224

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

2nd percentile

-715%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-94%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$21,260

Down $20,213 (-49%) from 2020

Net Assets

Down

$21,260

Down $20,213 (-49%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$2,828

Down $43,237 (-94%) from 2020

Expenses

Up

$23,041

Up $4,357 (+23%) from 2020

Net Income

Down

-$20,213

Down $47,594 (-174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $14,864Liabilities 2011: $0Net Assets 2011: $14,8642011Assets 2012: $8,705Liabilities 2012: $0Net Assets 2012: $8,7052012Assets 2013: $8,083Liabilities 2013: $02013Assets 2014: $9,144Liabilities 2014: $02014Assets 2015: $12,771Liabilities 2015: $02015Assets 2016: $18,524Liabilities 2016: $0Net Assets 2016: $18,5242016Assets 2017: $19,675Liabilities 2017: $0Net Assets 2017: $19,6752017Assets 2018: $25,628Net Assets 2018: $25,6282018Assets 2019: $14,092Net Assets 2019: $14,0922019Assets 2020: $41,473Net Assets 2020: $41,4732020Assets 2021: $21,260Net Assets 2021: $21,2602021Assets 2022: $43,414Net Assets 2022: $43,4142022Assets 2023: $34,045Net Assets 2023: $34,0452023Assets 2024: $64,311Liabilities 2024: $02024Assets 2025: $69,140Net Assets 2025: $69,1402025

Highlighted filing

2021

Assets$21,260
Liabilities-
Net Assets$21,260
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $62,156Expenses 2011: $59,297Net Income 2011: $2,8592011Revenue 2012: $54,174Expenses 2012: $60,593Net Income 2012: -$6,4192012Revenue 2013: $40,006Expenses 2013: $40,851Net Income 2013: -$8452013Revenue 2014: $41,929Expenses 2014: $40,953Net Income 2014: $9762014Revenue 2015: $37,154Expenses 2015: $33,527Net Income 2015: $3,6272015Revenue 2016: $37,636Expenses 2016: $31,883Net Income 2016: $5,7532016Revenue 2017: $40,098Expenses 2017: $38,947Net Income 2017: $1,1512017Revenue 2018: $36,658Expenses 2018: $30,705Net Income 2018: $5,9532018Revenue 2019: $41,329Expenses 2019: $52,865Net Income 2019: -$11,5362019Revenue 2020: $46,065Expenses 2020: $18,684Net Income 2020: $27,3812020Revenue 2021: $2,828Expenses 2021: $23,041Net Income 2021: -$20,2132021Revenue 2022: $61,552Expenses 2022: $39,398Net Income 2022: $22,1542022Revenue 2023: $87,454Expenses 2023: $96,823Net Income 2023: -$9,3692023Revenue 2024: $100,043Expenses 2024: $69,777Net Income 2024: $30,2662024Revenue 2025: $105,935Expenses 2025: $101,106Net Income 2025: $4,8292025

Highlighted filing

2021

Revenue$2,828
Expenses$23,041
Net Income-$20,213
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$5,782
Mission and Program Overview

Mission

CHILD ADVOCACY

Program Services

DescriptionGrantsExpenses
CLASSROOM TEACHER REQUESTS - ASSISTS TEACHERS IN PURCHASING CLASSROOM SUPPLIES AND PROVIDING OTHER ACTIVITIES FOR STUDENTS-$11,487
PROVIDE FUNDING FOR OTHER ACTIVITIES AND RESOURCES FOR THE SCHOOL-$9,046
LIBRARY - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES-$400
ART - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES-$326
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLI HENGLERTreasurer-$0--
BROOKE HARDINSecretary-$0--
TIFFANY HENNESSYVice Preside-$0--
AMY FOSTERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Pta North Carolina Congress
EIN
56-1684064
Phone
3367034224
Address
150 LUCY LANE, LEWISVILLE, NC 27023

Signing Officer

Name
Amy Foster
Title
President
Phone
3367828514
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Norris Stewart & Ralston Pa
Address
PO DRAWER 1068, STATESVILLE, NC 28687
Preparer
Elaine S Nicholson
Phone
7048711995
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 355 program service expenses 16,384 departmental expenses 4,875 bank fees 14 supplies 548 national dues 315 total 22,491”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 2,500 0 total 2,500 0”

Form 990-ez, Part III, Line 31

“Provide funding for other activities and resources for the school”

Raw XML Appendix158 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0HOLLI HENGLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1BROOKE HARDIN
CompensationExplanation/CompensationExplanationGrp/PersonNm2TIFFANY HENNESSY
CompensationExplanation/CompensationExplanationGrp/PersonNm3AMY FOSTER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HOLLI HENGLER
IRS990EZ/BooksInCareOfDetail/PhoneNum03367034224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 LUCY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEWISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027023
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021260
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04850
IRS990EZ/CostOfGoodsSoldAmt02954
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20213
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041473
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021260
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-2182
IRS990EZ/GrossReceiptsAmt05782
IRS990EZ/GrossSalesOfInventoryAmt0772
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041473
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021260
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041473
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HOLLI HENGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BROOKE HARDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIFFANY HENNESSY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02500
IRS990EZ/OtherExpensesTotalAmt022491
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHILD ADVOCACY
IRS990EZ/ProgramServiceRevenueAmt0160
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM TEACHER REQUESTS - ASSISTS TEACHERS IN PURCHASING CLASSROOM SUPPLIES AND PROVIDING OTHER ACTIVITIES FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LIBRARY - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ART - PROVIDE FUNDS FOR THE PURCHASE OF NEW MATERIALS AND ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3PROVIDE FUNDING FOR OTHER ACTIVITIES AND RESOURCES FOR THE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011487
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2326
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt39046
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023041
IRS990EZ/TotalProgramServiceExpensesAmt021259
IRS990EZ/TotalRevenueAmt02828
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 0
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024667
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087017
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013849
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022883
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt099009
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal509Amt0186026
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05782
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040771
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt042314
IRS990ScheduleA/Total509Grp/TotalAmt0186026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047394
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt042314
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0186026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 355 PROGRAM SERVICE EXPENSES 16,384 DEPARTMENTAL EXPENSES 4,875 BANK FEES 14 SUPPLIES 548 NATIONAL DUES 315 TOTAL 22,491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 2,500 0 TOTAL 2,500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROVIDE FUNDING FOR OTHER ACTIVITIES AND RESOURCES FOR THE SCHOOL
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT DURING THE YEAR. THE ORGANIZATION DID NOT PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT DURING THE YEAR.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03367828514
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NORTH CAROLINA CONGRESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LEWISVILLE ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0561684064
ReturnHeader/Filer/PhoneNum03367034224
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 LUCY LANE
ReturnHeader/Filer/USAddress/CityNm0LEWISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561928422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORRIS STEWART & RALSTON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 1068
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028687
ReturnHeader/PreparerPersonGrp/PhoneNum07048711995
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE S NICHOLSON
ReturnHeader/ReturnTs02022-05-16T07:20:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOSTER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,260
Liabilities
-
Net assets
$21,260
Revenue
$2,828
Expenses
$23,041
Net income
-$20,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.06$1.01$0.05
2024Summary only. Only limited summary data is available for this year.$0.64$0.00$1.00$0.70$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.87$0.97$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.62$0.39$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.03$0.23$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.46$0.19$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.41$0.53$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.37$0.31$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.40$0.39$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.38$0.32$0.06
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$0.37$0.34$0.04
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.42$0.41$0.01
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.40$0.41$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.54$0.61$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.62$0.59$0.03